Carolopolis Fiduciary Counsel, Inc. (Charleston)

Carolopolis Fiduciary Counsel provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Carolopolis Fiduciary Counsel: assets under management

The assets under management (AUM) of Carolopolis Fiduciary Counsel, Inc. is $6.64 million. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.37 million in discretionary accounts and $1.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.38 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $158.64 thousand.

Carolopolis Fiduciary Counsel has custody of $5.37 million in cash and securities for 18 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carolopolis Fiduciary Counsel, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charleston

The principal office where Carolopolis Fiduciary Counsel, Inc. performs its advisory services is located at 49 Archdale Street, Suite 2 E, Charleston, SC 29401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-278-0061 or by fax 888-819-3724. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.carolopolis.net.

Registered investment advisers similar to Carolopolis Fiduciary Counsel, Inc.

• De Santis Management International
• Case Management
• Nct Financial Services
• Dobson Capital Management
• Cohesion Capital
• Genesis Capital Management
• Campbell Keller Asset Management Corporation
• Shark Capital Management
• Sora Associates
• Fit Capital Management
• Jtf Private Wealth Management
• Blue Ocean Capital Management
• Castlemaine
• Tmfs Austin, Texas
• Hottinger U.S